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JPMorgan Core Plus Bond ETF

387 hedge funds and large institutions have $6.69B invested in JPMorgan Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 244 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 73

104% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 24

13% more capital invested

Capital invested by funds: $5.9B → $6.69B (+$790M)

5% more funds holding

Funds holding: 369387 (+18)

0.91% less ownership

Funds ownership: 86.31%85.4% (-0.91%)

1% less funds holding in top 10

Funds holding in top 10: 7170 (-1)

Holders
387
Holders Change
+18
Holders Change %
+4.88%
% of All Funds
5.08%
Holding in Top 10
70
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.41%
% of All Funds
0.92%
New
49
Increased
244
Reduced
73
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NB
376
NBT Bank
New York
$30K
MLA
377
MB, Levis & Associates
Pennsylvania
$29.1K +$329 +7 +1%
CIAS
378
CBIZ Investment Advisory Services
Ohio
$25K +$282 +6 +1%
TF
379
Tompkins Financial
New York
$16.9K
VNA
380
Valley National Advisers
Pennsylvania
$8K +$8K +170 New
RF
381
Rossby Financial
Florida
$7.69K
RFP
382
Root Financial Partners
California
$5.9K +$5.84K +124 New
PGAM
383
Princeton Global Asset Management
New Jersey
$5.8K +$5.74K +122 New
HPC
384
HM Payson & Co
Maine
$5.23K +$5.18K +110 New
SIS
385
Sound Income Strategies
Florida
$4.41K
CSP
386
Cary Street Partners
Virginia
$2.71K +$2.68K +57 New
Fidelity Investments
387
Fidelity Investments
Massachusetts
$143 +$141 +3 New
Jane Street
388
Jane Street
New York
-$23.8M -505,139 Closed
M1FG
389
Mach-1 Financial Group
Arkansas
-$17.7M -375,313 Closed
AFA
390
AllGen Financial Advisors
Florida
-$10.6M -225,039 Closed
Thrivent Financial for Lutherans
391
Thrivent Financial for Lutherans
Minnesota
-$8.1M -172,109 Closed
LWL
392
Leo Wealth LLC
Texas
-$4.11M -87,289 Closed
OC
393
Oarsman Capital
Wisconsin
-$2.17M -46,123 Closed
SPG
394
Strategic Planning Group
Utah
-$1.95M -41,380 Closed
Susquehanna International Group
395
Susquehanna International Group
Pennsylvania
-$1.66M -35,304 Closed
JSW
396
Journey Strategic Wealth
New Jersey
-$863K -18,337 Closed
RA
397
RFG Advisory
Alabama
-$851K -18,073 Closed
Envestnet Portfolio Solutions
398
Envestnet Portfolio Solutions
Illinois
-$463K -9,843 Closed
FFWA
399
FRG Family Wealth Advisors
Washington
-$428K -9,100 Closed
SWGC
400
Summit Wealth Group (Colorado)
Colorado
-$381K -8,087 Closed